Department: Financial Planning and Analysis
Location: Scotts Valley, CA (Hybrid)
We are looking for a commercially minded finance professional to serve as the dedicated FP&A partner for our Commercial and Go-to-Market (GTM) organizations. This role sits at the intersection of revenue strategy and financial discipline, supporting two distinct sales motions: Channel Hardware & Software Sales and Direct Online Software & Subscription Sales. You will also play a key role in standing up financial support for our new Direct-to-Consumer Online Store as we expand our GTM footprint.
This is a high-visibility, high-impact role. Your primary partners will be the SVP of Growth & Transformation and the VP of Worldwide Sales, and your work will directly inform how the company invests in and prioritizes its commercial activities.
Responsibilities
Revenue forecasting & financial planning
- Own end-to-end revenue forecasting across all commercial segments, including Channel Hardware, Channel Software, Direct Online Software & Subscriptions, and the DTC Hardware store.
- Maintain and continuously improve rolling forecast models that capture topline revenue, selling expenses, marketing activities, and the key drivers behind each.
- Partner with Sales and GTM leadership to translate key inbound metrics to reliable and accurate financial projections.
Reporting & performance management
- Produce and present weekly sales flash reports with clear, actionable commentary for commercial and finance leadership.
- Lead monthly actual vs. forecast variance analysis, identifying root causes and communicating findings in plain business language.
- Build and maintain dashboards and reporting tools that give commercial teams real-time visibility into performance against plan.
Insights, risks & opportunities
- Proactively surface risks and opportunities within the commercial portfolio, bringing data-driven recommendations to the GTM and Finance leadership.
- Act as a trusted thought partner to GTM leadership going beyond the numbers to provide strategic context, business perspective, insights, and recommendations.
- Support territory, account, and channel level Sales views and expense planning as needed to inform GTM investment decisions.
Pricing & promotional analysis
- Conduct pricing and promotional analyses to evaluate margin impact, competitive positioning, and revenue lift.
- Participate in pricing review and approval workflows, ensuring proposals are financially sound and aligned with company objectives.
- Partner cross-functionally with Product, Marketing, and Sales to model scenarios and support go-to-market pricing decisions.
Qualifications
- Demonstrated experience supporting Sales, Revenue, or GTM organizations in a business partner capacity.
- Track record of building and managing complex revenue forecast models, preferably across multiple sales channels or business models (SaaS, hardware, DTC, or similar).
- Experience with pricing and promotional analysis is a plus.
- Advanced proficiency in Excel and/or Google Sheets; comfortable building sophisticated models from scratch.
- Experience with NetSuite or a comparable ERP system.
- Hands-on experience with Adaptive Insights, or a similar enterprise planning platform.
- Strong communication skills you can translate complex financial analysis into clear narratives for non-finance audiences.
- Highly organized and detail-oriented, with the ability to manage multiple work streams and deadlines simultaneously.
Education/Experience
- Bachelors Degree or equivalent experience
- 57 years of experience as a strong individual contributor with deep modeling and analytical capability and executing independently on defined work streams and proactively identifies insights
UA Salary Range of Pay: $135,000 - $145,000
Base salary/hourly rate of pay will be based on the cost of labor for the city/state in which the new hire resides, at the time of hire.
UA offers competitive benefits: Profit sharing, Medical/Dental/Vision, 401K Safe Harbor Contribution, Stock Options, Flexible time-off (PTO/Sick Leave/Company Holiday Time-off), etc.
UA Mission: We exist to thrill and inspire music makers everywhere with timeless sound and impeccable craftsmanship, freeing the songs inside and allowing you to sound like the records you love.
UA Vision: In the future, music makers around the world will trust Universal Audio as a friend and creative partner, inspiring them to craft amazing records as naturally as playing their first instrument or singing their favorite song. The best home, project, and professional studios will feature most of the UA equipment from floor to ceiling ranging from audio interfaces and guitar gear to microphones and software all of it working together to deliver unrivaled sonics and operational symphony. Our customers will eagerly await each new UA product like a hit record or blockbuster movie, trusting that it may spark them to create the best music of their lives. In doing so, UA will become revered worldwide as the way that music is made.
